Five Major Takeaways From The SECURE Act You Need to Know for Estate Planning

Posted by & filed under Estate planning, Inheritance Tax, Living Trust, Loss of a Spouse, Secure Act.

Saving for retirement is a task that unfortunately we Americans have become worse and worse at over the years. Over half of the American population has not saved enough for retirement at the time of retirement and end up having to return to work with at least a part-time job. A full 25% of Americans… Read more »

Sudden Loss of a Spouse: How to Cope & Start the Healing

Posted by & filed under Asset Protection, Estate planning, Funeral Arrangements, Loss of a Spouse.

The loss of any loved one is an extremely traumatic experience, probably one of the most traumatic things a person can go through. To make matters worse, in today’s day and age, once the loved one passes, grieving seems to be pushed aside while important matters such as financial information, arrangements of affairs, etc. seem… Read more »